ACIO vs DGRO

AACIO

BDGRO

Measures won1–5DGRO wins · of 6 · 5Y

$10,000 · 5Y$16,941DGRO · ACIO $14,980

Lowest cost0.08%DGRO · $8 on $10k

Most income1.86%DGRO · $186 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common41.7%ACIO and DGRO

ACIO

DGRO

Aptus Collared Income Opportunity ETF · $2.3BiShares Core Dividend Growth ETF · $46.1B

+15.3%3 years · per year$15,333 · $17,770+21.1%

+8.4%5 years · per year$14,980 · $16,941+11.1%

0.79%Expense ratio$79 · $8 on $10k · lower wins0.08%

0.40%12-mo yield$40 · $186 on $10k1.86%

−6.6%Worst dropSmaller wins−6.5%

9.9%VolatilityLower wins10.2%

1–5DGRO wins

$10,000 · 5 yearsOne scale

Shared top holdingsACIO · DGRO

6.2%MSFT3.2%

7.7%AAPL3.0%

2.4%AVGO2.4%

1.8%JPM2.7%

Held in common41.7%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BDGRO	iShares Core Dividend Growth ETFRead Desk		0.08%	1.86%	−2.8%	+17.2%	+21.2%	+21.1%	+11.1%	−6.5%	$46.1B
2	AACIO	Aptus Collared Income Opportunity ETFRead Desk		0.79%	0.40%	−2.4%	+4.6%	+4.6%	+15.3%	+8.4%	−6.6%	$2.3B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BDGRO	iShares Core Dividend Growth ETFRead Desk		0.08%	1.86%	−2.8%	+17.2%	+21.2%	+21.1%	+11.1%	−6.5%	$46.1B
2	AACIO	Aptus Collared Income Opportunity ETFRead Desk		0.79%	0.40%	−2.4%	+4.6%	+4.6%	+15.3%	+8.4%	−6.6%	$2.3B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ACIO vs DGRO

ACIO

Aptus Collared Income Opportunity

$14,980

DGRO

iShares Core Dividend Growth

$16,941

MeasureACIODGRO

Fee0.79%0.08%

Cost on $10k a year$79$8

Yield0.40%1.86%

5 years, per year+8.4%+11.1%

3 years, per year+15.3%+21.1%

Worst drop · 1Y−6.6%−6.5%

Volatility · 1Y9.9%10.2%

5–1measures won
DGRO first

41.7%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: ACIO, DGRO

Today

41.7%most shared, ACIO and DGRO

ACIODGRO

ACIO—41.7%

DGRO41.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$178most kept, DGRO

DGRO$186 − $8 = $178

ACIO$40 − $79 = −$39

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee